Casebook vs SecureRelease

Casebook is a cloud-based case-management platform for human-service providers. It brings client, case, program, and provider details together, with client profiles that can connect across programs. Teams can configure programs, workflows, and reporting, and use forms, service planning, scheduling, notifications, messaging, case notes, referrals, and outcome dashboards. Staff can record intake, notes, and encounters on a phone or tablet while offline; the records synchronize after reconnecting. Referrals can be sent to providers in a service directory and tracked to completion, with stalled or unconfirmed referrals flagged. Casebook offers built-in and custom reports and lists integrations including SMS/MMS, calendar and email, Zapier, webhooks, and an API. It supports Android, iOS, macOS, web, Windows, and API access. Plans are per user and billed annually: Starter is $29 a month for up to three users, Growth is $69 a month, and Team is $99 a month with a five-user minimum.

SecureRelease is a cloud, web-based platform for federal, state, and local governments and higher education organizations managing FOIA and other disclosure requests. It covers intake, review, release, and appeals, with workflow automation and reporting dashboards. Built on Relativity’s eDiscovery tool, it identifies potential duplicate documents during ingestion, extracts searchable text, and organizes data with analytics. Advanced search and eDiscovery analytics support review. Redaction templates contain commonly exempt terms, and manual changes are used to improve later redaction accuracy and completeness. SecureRelease connects with disclosure management systems and technologies including FOIA.gov and Pay.gov. Deloitte describes SaaS delivery in its FedRAMP-authorized Moderate cloud, meeting FedRAMP Moderate, FISMA, NIST 800-53 Rev. 4, and DoD MAC II sensitive baselines. Supporting infrastructure is isolated from Deloitte’s commercial infrastructure and uses FIPS 140-2 compliant encryption. Deloitte also offers FOIA managed services. Pricing is available on request.